First Pacific Financial
UBS icon

First Pacific Financial’s UBS Group UBS Stock Holding History

First Pacific Financial’s Portfolio UBS Stock Details UBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.71K Sell
77
-6
-7% -$315 ﹤0.01% 495
2026
Q2 		$4.11K Sell
83
-29
-26% -$1.32K ﹤0.01% 470
2026
Q1 		$4.38K Hold
112
– – ﹤0.01% 474
2025
Q4 		$5.19K Sell
112
-14
-11% -$566 ﹤0.01% 400
2025
Q3 		$5.17K Sell
126
-16
-11% -$621 ﹤0.01% 380
2025
Q2 		$4.8K Hold
142
– – ﹤0.01% 392
2025
Q1 		$4.35K Buy
+142
New +$4.74K ﹤0.01% 386

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $53.5B AUM 32.01% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

First Pacific Financial's UBS Position: Q3 2026 in Review

First Pacific Financial reduced its UBS Group (UBS) stake by 7.2% in Q3 2026, selling an estimated $315 and leaving 77 shares worth $3.71K. The position accounts for ﹤0.01% of the portfolio, ranked #495.

First Pacific Financial first reported a position in UBS in Q1 2025 and has held it in 7 quarters since. The position peaked at $5.19K in Q4 2025. 472 funds tracked by Wall St. Rank hold UBS as of Q3 2026.

  • First Pacific Financial held 77 shares of UBS Group worth $3.71K as of Q3 2026.
  • First Pacific Financial sold 6 UBS Group shares in Q3 2026, an estimated $315.
  • UBS Group made up ﹤0.01% of First Pacific Financial's portfolio in Q3 2026, its #495 holding.
  • First Pacific Financial first reported a position in UBS Group in Q1 2025 and has held it in 7 quarters since.
  • First Pacific Financial's UBS Group position peaked at $5.19K in Q4 2025.
  • 472 funds tracked by Wall St. Rank held UBS Group as of Q3 2026.

Based on First Pacific Financial's 13F filing for Q3 2026, filed 14 Oct 2026.